See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,814 | $26,114+132.9% | $58,482+4.0% | $74,419-18.3% |
| Participation rate | 22.1% | 32.1%-10.0pp | 50.9%-28.7pp | 70.7%-48.6pp |
| Annual return | 21.50% | 32.51%-11.0pp | 4239.32%-4217.8pp | 34.38%-12.9pp |
| Employer contribution / active EE | $751 | $536+40.2% | $1,053-28.7% | $2,637-71.5% |
| Participant deferral / active EE | $1,760 | $1,075+63.8% | $1,924-8.5% | $4,528-61.1% |
| Admin fee / account holder | $17,818 | $649+2644.9% | $2,516+608.2% | $348+5022.5% |